2018 Review of Acctivate QuickBooks Inventory

Acctivate is an inventory management module designed specifically for QuickBooks users. Acctivate offers easy integration with QuickBooks applications, and is available on the cloud or as an on-premise application. Built for both distributors and online retailers, Acctivate also offers order management and purchasing functionality along with customer and sales management capability.

Acctivate includes barcode software designed specifically for mobile devices that allows users to scan products in and out of inventory, and even complete a sale. This technology can also be useful for those delivering products, always ensuring accurate inventory counts.

Acctivate users can manage all inventory activity using the inventory dashboard, which is fully customizable and allows users to determine what information they wish to view and the format they wish to view it in. The product offers a variety of inventory and related features including the ability to set both minimum and maximum inventory levels, set recommended re-order quantities, add inventory reserve, and set automatic reordering when inventory hits a defined level. The product tracks inventory levels for both single and multiple warehouses, and supports alternate product descriptions, including multiple languages, multiple product usage, and multiple types of customers. A complete inventory history is also available which can be utilized by management in predicting future product demand, or to simply track lot or serial numbers. Multiple product ID numbers and codes can be used for each product and product users can view committed inventory and track whatever data they wish for each product including SKU’s UPC, part numbers or serial numbers.

Mentioned earlier, Acctivate offers complete barcode scanning capability, making it easy for users to easily manage existing product barcodes, while also offering the ability to create and print custom barcodes as needed. Acctivate also includes multi-level bill of materials functionality, and can be used for assemblies, kitting, or batch process manufacturing.

Users can easily attach photos or other inventory images directly to the product file along with any related documents such as warranties, invoices, or notes. Mentioned earlier, Acctivate supports Bill of Materials, Kitting, and Assemblies, as well as matrix inventory, making it a good option for those selling apparel, jewelry, sporting goods, and other items where there are multiple colors, sizes, or styles sold.

Acctivate offers excellent pricing flexibility, with tiered pricing available, with an unlimited number of tiers supported. Users can assign quantity price breaks to specific products, or all products in a specific group, with both upcharge and discount pricing capability offered as well. Prices can have a set expiration date, and pricing can be assigned by specific customer if desired. Override of current pricing levels is available for authorized individuals, and line level percentage discounts are available as well.

Acctivate supports a variety of valuation methods including Average, Standard, LIFO, FIFO, Landed Cost, Added Cost, Management Cost, Vendor Cost, and for those using serial numbers, Specific Identity.

Acctivate includes more than 100 standard reports and inventory related documents that can be customized using Crystal Reports. Users can also customize sales orders, invoices, and purchase orders as desired. All reports are housed in the report catalog and can be accessed from the related module as well. All Acctivate reports can be viewed on screen, printed, or exported to a variety of formats including Microsoft Word and Excel, Text, XML, Rich Text Format, HTML, Crystal Reports, or saved as a PDF.

Acctivate is designed to be used with QuickBooks applications, with the two products integrating seamlessly. Designed for both manufacturers and online retailers, Acctivate also offers smooth integration with a variety of third-party applications including shipping vendors such as UPS, FedEx, and USPS. The product also integrates with a variety of online store platforms such as Amazon Services, Magento, eBay, Commerce CM, and Channel Advisor. Integration with Avalara helps to ensure easy sales tax compliance, and SmartVault integration offers excellent document management capability.

Acctivate offers a variety of resources for new users on its Acctivate Help page. Users can search specific categories, view recent articles, access product downloads, and send a request for support. The Acctivate onboarding process offers users access to various processes including planning, installation, training, and going live. A tour guide is also available to guide users through the various entry screens, and training videos are available to access as well.

Acctivate’s QuickBooks Inventory Management Software is well suited for both manufacturers and online retailers that currently use QuickBooks financial applications. Acctivate’s base system included complete inventory management, order management, purchasing, and a customer CRM, with various add on applications available as well. Acctivate offers a 14-day trial for those interested in trying the product out. Acctivate pricing is available upon request directly from the vendor.

2018 Rating – 4.75 Stars